[mh-]

> I'd suspect most of those customers have rapid migration plans written up.

I can assure you from experience that most large customers do not. For either major cloud, most large customers will have adopted proprietary services like AWS Redshift or GCP's Cloud Bigtable or Bigquery. None of these have anything like the possibility of a "rapid migration".

[fphhotchips]

I'm not sure GCP really comes up in discussions about "either major cloud". Distant third place, looking more like becoming fourth before they get to second.